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How can I find out how much my RMD was for 2017? My tax form…

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How can I find...

How can I find out how much my RMD was for 2017?

Accountant's Assistant: The Accountant will know how to help. Please tell me more, so we can help you best.

My tax form needs to know how much my RMD was.

Submitted: 26 days ago.Category: Tax
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Answered in 6 minutes by:
3/29/2018
Tax Professional: Barbara, Enrolled Agent replied 26 days ago
Barbara
Barbara, Enrolled Agent
Category: Tax
Satisfied Customers: 5,798
Experience: 20+ years of experience in tax preparation; 30+ years of experience as a real estate/corporate paralegal.
Verified

Welcome to Just Answer. My name is ***** ***** I will be happy to assist you.

If you took your RMD in 2017, your bank/institution should have sent you a 1099-R for your RMD.

If you have not received it or have misplaced it, you can request a duplicate copy.

Please let me know if I can assist you further.

Thank you and best regards,

Barb

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Customer reply replied 26 days ago
I was getting payment from annuities and they were enough to cover the RMD, turbo tax wants to know how much that was.
Tax Professional: Barbara, Enrolled Agent replied 26 days ago

You should have a 1099-R to show the payment.

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Customer reply replied 26 days ago
Can not afford phone.
Tax Professional: Barbara, Enrolled Agent replied 26 days ago

Offers of phone calls are system generated. You can ignore it.

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Customer reply replied 26 days ago
Barbara, can you answer my question?
Tax Professional: Barbara, Enrolled Agent replied 26 days ago

I do not have access to your RMD information.

Did you receive a 1099-R?

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Customer reply replied 26 days ago
Did I pay $5 for no answer?
Tax Professional: Barbara, Enrolled Agent replied 26 days ago

I provided an answer.

Your RMD will be on your 1099-R.

I will opt out so another expert can assist you.

Thank you.

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Tax Professional: Lev, Tax Advisor replied 26 days ago
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 32,711
Experience: Taxes, Immigration, Labor Relations
Verified

Let me know if you still need any help?
I will calculate RMD for you if you provide

-- the ending balance on your retirement account as of Dec 31,

-- and your birthday

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Customer reply replied 26 days ago
I was able to get a answer threw Alliance, thank You for your help.
Tax Professional: Lev, Tax Advisor replied 26 days ago

You are welcome.

Glad that your issue was resolved.

Let me know if you need help with any other tax related issues.

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Lev
Lev
Lev, Tax Advisor
Category: Tax
Satisfied Customers: 32,711
32,711 Satisfied Customers
Experience: Taxes, Immigration, Labor Relations

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